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Catalyst Capital Advisors’s NextEra Energy NEE Stock Holding History

Catalyst Capital Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Buy
1,870
+444
+31% +$40.2K ﹤0.01% 213
2026
Q1 		$132K Sell
1,426
-1,606
-53% -$143K ﹤0.01% 223
2025
Q4 		$243K Sell
3,032
-2,182
-42% -$181K 0.01% 209
2025
Q3 		$394K Buy
5,214
+227
+5% +$16.6K 0.01% 185
2025
Q2 		$346K Buy
4,987
+912
+22% +$63.3K 0.01% 202
2025
Q1 		$289K Sell
4,075
-800
-16% -$56.5K 0.01% 211
2024
Q4 		$349K Buy
4,875
+2,925
+150% +$227K 0.01% 203
2024
Q3 		$165K Buy
1,950
+338
+21% +$26.4K ﹤0.01% 244
2024
Q2 		$114K Buy
1,612
+1,368
+561% +$97.1K ﹤0.01% 224
2024
Q1 		$15.6K Buy
244
+31
+15% +$1.82K ﹤0.01% 360
2023
Q4 		$12.9K Sell
213
-49
-19% -$2.79K ﹤0.01% 339
2023
Q3 		$15K Buy
+262
New +$18.1K ﹤0.01% 372
2020
Q3 		– Sell
-24,828
Closed -$1.49M – 301
2020
Q2 		$1.49M Buy
24,828
+1,332
+6% +$79.7K 0.08% 120
2020
Q1 		$1.41M Sell
23,496
-6,104
-21% -$384K 0.07% 99
2019
Q4 		$1.79M Sell
29,600
-10,400
-26% -$607K 0.06% 115
2019
Q3 		$2.33M Sell
40,000
-9,200
-19% -$498K 0.08% 100
2019
Q2 		$2.52M Sell
49,200
-29,600
-38% -$1.46M 0.08% 100
2019
Q1 		$3.81M Buy
+78,800
New +$3.6M 0.13% 83
2018
Q2 		– Sell
-380,000
Closed -$15.5M – 537
2018
Q1 		$15.5M Hold
380,000
– – 0.56% 26
2017
Q4 		$14.8M Buy
380,000
+30,000
+9% +$1.16M 0.55% 26
2017
Q3 		$12.8M Buy
350,000
+70,000
+25% +$2.56M 0.56% 27
2017
Q2 		$9.81M Buy
+280,000
New +$9.57M 0.42% 33

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Catalyst Capital Advisors's NEE Position: Q2 2026 in Review

Catalyst Capital Advisors increased its NextEra Energy (NEE) stake by 31% in Q2 2026, buying an estimated $40.2K and bringing the position to 1,870 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Catalyst Capital Advisors first reported a position in NEE in Q2 2017 and has held it in 22 quarters since. The position peaked at $15.5M in Q1 2018. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Catalyst Capital Advisors held 1,870 shares of NextEra Energy worth $164K as of Q2 2026.
  • Catalyst Capital Advisors bought 444 NextEra Energy shares in Q2 2026, an estimated $40.2K.
  • NextEra Energy made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #213 holding.
  • Catalyst Capital Advisors first reported a position in NextEra Energy in Q2 2017 and has held it in 22 quarters since.
  • Catalyst Capital Advisors's NextEra Energy position peaked at $15.5M in Q1 2018.
  • 1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.